Contact Lists -> Create a Contact List

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Common List Details

All reward programs contain six sections .

1) New List Details Section

List Name: Give the list a name. When using Multi-Tiered Reward Programs and Paid VIP Reward Programs, this list name is visible to members in their profile.
List SMS Shortcode Keyword: If using SMS shortcodes, enter the short code for the list. To check if a keyword is available, click the "Check Keyword Availability" button. Select the shortcode, enter the keyword, and presses the check button. If available, the keyword can be entered into the field.
List Owners Name: Enter the list owners name.
Lists Owners Email: Enter the list owners email.
List Owners Mobile: Enter the list owners mobile.
Notifying the List Owner: If the owner of the list would like to receive subscribe and unsubscribe notifications to the list, check this box.
Default Location: Select the default location assigned to the contact list. If a contact joins via SMS shortcode, web form, kiosk form, import or API, the "My Location" inside their profile will be the default location selected here. The member may change their "My Location" inside of their member profile. If the member joins via a contact form and the "My Location" is an option on the form, the member may choose their "My Location" and will override the member list Default Location.

NOTE - The "My Location" functionality is primarily designed for broadcasting purposes. Also, you can assign employees or system users to specific locations. If a system users assigned to a specific location or multiple locations, the user is only allowed to view the members who have chosen the location as their "My Location." Also, when system users broadcast campaigns, the broadcast will only send to members assigned to the system user's locations.

Immediate List Offer: If an offer is selected, once the member joins the list, the offer will immediately be available in their profile. If the same offers sent via an autoresponder, only one offer would show in their profile. Duplicate offers are never allowed to display in members profiles. If a duplicate offers sent, the expiration date will update to the most recent offer sent.

2) Immediate 'Join List' SMS Campaign Section

This section consists of a single choice:

Send an Immediate SMS: If you would like to send an immediate SMS campaign when the member joins the list, select the "Yes" option.
SMS Content: If "Yes" is chosen, enter the SMS text message. Use Tokens by selecting the Dynamic Content drop-down. Offers can attach to the SMS message. If using an "Immediate List Offer," there is no need to use the "Link Offers to SMS," however, doing so will only display one offer in the member's profile.

3) Default Fields Section

The default fields display on the member's profile and sign-up forms.

Set The Permission For Default Fields: The default fields are dynamic. Therefore, they can be turned On or Off inside the member profile or signup form after a forms created. To dynamically add or remove fields from a form or profile, they must first be added to the form while creating. Before creating an Account Profile form, turn the member list Default Fields to "Yes, Required" or "Yes, Not Required" for any field you would like to have control of dynamically. To remove a field from the sign-up form, select the "No, Do Not Ask" drop-down. Once the contact lists saved, the user profile and sign-up form will reflect the changes.

Learn more at Create Website Form (Account Profile).

4) Custom Fields Section

Add Custom Fields to any contact list.

Add These Fields to the List: After creating a custom field, check the radio box for the custom field you would like to include in the user's profile. If a custom field is selected, it will show up inside of the members system profile. The system profile includes the "Add A Member" page and the "Edit A Member" page. If you would like a custom field to display on the members visible profile, the radio button must be checked inside the member list, and when creating the Account Profile form, the custom field must be checked in the "Change Field Order ( Drag & Drop)" box. More information about adding fields to members profiles are in the Account Profile Form article.

5) Custom Fields on PT Page Section

Custom fields are searchable on the Post-Transaction page. The Post-Transaction page inside of the web software, as well as the tablet application, allow you to search by any custom field. If adding multiple custom fields, the software response time will slow down as the database query requirements increase.

Show These Fields: Check the Custom Fields you would like to make searchable.

6) Visible Fields Section

The Visible Fields display on the View Members page. If the reward program has multiple member lists, the same Visible Fields must be checked for each list. Otherwise, the checked fields will only display on the selected View Members List accessed from the Member Lists -> View Member Lists Action column.

When viewing all members, found by going to the Members tab -> View All Members tab, the columns selected in each member list will display.

Show These Fields: Check the fields you would like to display when viewing the member list.

Multi-Tiered Reward Program Lists Extras

Multi-tiered reward programs add one section.

Multi-Tier Reward Section

When using the Multi-Tier Program, multiple contact lists are used. Each contact list will have a separate point bracket. The first bracket will start at the number one. Once a bracket is reached, the member cannot be demoted to a lower bracket unless the spend amount field inside the member's profiles reduced.

Allow Elite Levels to Receive Bonus Points: When checked, points earned on transaction spend and bonus points will sync together and add towards the members efforts to reach the next tier and reward point goal offers. If unchecked, only transaction currency spend amount will count towards reaching the next tier, however, the accumulated bonus points will count towards reward point goal offers but not the next tier. The checkbox only displays on the first member list.
Point Bracket: Create the point bracket. Enter the volume range required to qualify for the reward program tier. The last year created is allowed to have an indefinite point value. Enter 0 for infinite points.
Point Value: Enter the point value for each currency unit spent. For instance, if this is tier two, the member may earn 1.5 points or 2 points per currency unit spent.
Level Color: If a level color is selected, it will display on the Post-Transaction screen on a web browser and the tablet application. Selecting a color allows employees to identify quickly members tiers for in-house rewards.

Paid VIP Reward Program List Extras

Paid VIP reward programs add one section.

Paid VIP Reward Values Section

When using the Paid VIP Reward Program, a minimum of two member lists are used. Each member list will have a separate point bracket.

Immediate VIP Renewal Offer: When the member renews the VIP membership, the offer selected will be available in their member profile. Each time the membership renews, the VIP Renewal Offer will display.
Non-VIP Level: Check this box if this is the non-VIP member list level.
Point Value: Enter the point value for each currency unit spent. Many times, VIP members may earn 1.5 points or 2 points per currency unit spent.
Level Expiration: Enter the amount of time the level is valid.
Level Color: If a level color is selected, it will display on the Post-Transaction screen on a web browser and the tablet application. Selecting a color allows employees to identify quickly members tears for in-house rewards.
Show Color: Enter a color and choose a number of days to display the color before expiration.

Learn about View Custom Fields next.

Create a Contact List Print